Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker. Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow the pod: https://x.com/theallinpod https://www.instagram.com/theallinpod https://www.tiktok.com/@theallinpod https://www.linkedin.com/company/allinpod
CoreWeave CEO Michael Intrator details the company's evolution from a crypto mining hedge fund side project into a specialized AI hyperscaler, revealing that GPU hardware maintains economic value for 5-6 years through cascading use cases from training to inference, contrary to claims of rapid obsolescence.
Matt Mahan, Mayor of San Jose and California gubernatorial candidate, argues the state's crisis stems not from lack of revenue but from a broken incentive structure where $150 billion in new spending has yielded worse outcomes due to process paralysis, special interest capture, and refusal to measure results.
Jensen Huang details Nvidia's transformation from GPU vendor to AI factory operator, emphasizing disaggregated inference architectures, the heterogeneous computing required for agentic AI, and trillion-dollar opportunities in physical AI and digital biology.
Senator John Fetterman discusses his political evolution from progressive to independent Democrat, his isolation within the party for supporting Trump's Iran strikes and Israel, and criticizes the Democratic Party's direction while advocating for country-over-party governance.
After seven years in stealth mode with thousands of employees barred from naming their employer on LinkedIn, former Uber CEO Travis Kalanick officially reveals his company 'Atoms' (formerly City Storage Systems), outlining a vision to digitize the physical world through automated infrastructure for food, mining, and robotics while confirming his relocation from California to Texas.
The hosts analyze the economic shockwaves from the Iran war, including volatile oil prices and inflation risks, while Brad Gerstner discusses Trump's surprise State of the Union shoutout for Invest America accounts and the program's ambitious July 4th rollout.
SEC Chair Paul Atkins and CFTC Chair Michael Celig outline plans to reverse the decline in public listings by reducing regulatory burdens and litigation risks, while harmonizing agency oversight to foster crypto innovation and manage emerging systemic risks from tokenization and autonomous trading agents.
Harvard professor Graham Allison warns that the US-Iran conflict is characterized by extreme strategic uncertainty and driven largely by Netanyahu's long-standing obsession with destroying the Iranian regime, risking a chaotic regime change quagmire despite extraordinary American military success.
Exiled Prince Reza Pahlavi outlines a comprehensive vision for post-regime Iran, positioning himself as a neutral transitional leader to guide the country toward secular democracy and economic liberalization while projecting $1 trillion in U.S. business opportunities within the first decade.
Emil Michael joins the All-In Podcast to discuss 'Operation Epic Fury' against Iran, explaining the administration's strategy of short-duration decapitation strikes to disable nuclear and terror capabilities without regime change, while co-hosts argue these operations are calculated to secure oil leverage over China ahead of critical April negotiations.
Ray Dalio warns the U.S. is in a critical phase of the long-term debt cycle with unsustainable 40% deficit spending and 600% debt-to-revenue ratios, driving central banks and investors toward gold as the only true hard money alternative while Bitcoin fails as a hedge due to tech-stock correlation and institutional limitations.
The hosts analyze how Anthropic's AI announcements triggered a sector-wide software stock crash, arguing markets have shifted from timing disruption to questioning business model survival entirely. They also expose how a viral AI 'doomer' Substack post—potentially amplified by short sellers—tanked financial stocks by predicting a 2028 economic death spiral.